KCG Investment Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and comprehensive financial planning primarily for individual and small-business clients, and also accepts certain institutional clients such as unions, trusts, and foundations. In addition to investment management, the firm offers cash-flow coaching, assistance selecting other advisers, and periodic workshops and client-facing materials.
Its investment approach blends Modern Portfolio Theory with active management, using model portfolios that span conservative to equity-only objectives and are customized to client preferences. Security selection relies mainly on fundamental analysis (including multi-year trends in return on equity and profit margins, debt-to-equity limits, and intrinsic value calculations using proprietary formulas and discounted cash flow), with technical indicators considered after fundamental criteria are met; accounts are monitored daily and reviewed at least quarterly.
The firm’s practice includes several features that are less common among peers: it provides portfolio management services for institutional clients and offers educational seminars and workshops. It also maintains a diminished-capacity preparation service that compiles medical, legal, and financial documents with an online vault and optional hard-copy/USB delivery, and it assists institutional investment committees with adviser selection and ongoing performance monitoring.
Client services
Expertise
Occupation focus
Fee options
Up to 1.80% annually (may vary and negotiated, but never exceed 1.80%)
$250 per hour for financial planning, payable quarterly
Fee-only: Advisory fee up to 1.80% annually, negotiated per client; Financial planning fees at $250 per hour
Main office
315 Commercial Drive C 1
Savannah GA 31406
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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